The Stellar Business Service provides investors with access to asset-backed activities which seek to qualify for a range of tax reliefs – including Business Relief, which offers 100% relief from inheritance tax. Investors have full control over the selection of our qualifying activities, so that their portfolio can be tailored to suit their investment objectives.

Our Stellar Business Service can be accessed in two ways – firstly via the investor’s current company (Maintain Strategy) or by creating a new business (Enable Strategy).

The Maintain Strategy

An investor’s existing company forms part of their succession and legacy plan – while they retain full control of, and access to, their capital. Principal benefits include:

  • Maintaining qualification or re-qualification for Business Relief
  • Maximising investment diversification
  • Using excess capital more efficiently, to generate a return

The Enable Strategy

An investor can employ the proceeds from the sale of their business to form part of their succession and legacy plan – while retaining full control of, and access to, their capital. Principal benefits include:

  • Maintaining qualification or re-qualification for Business Relief
  • Maximising investment diversification
  • Potential to defer capital gains tax liability arising from the sale of the company

Key Features

Tax efficiency

Diversification

Control

Case Studies

To learn more about the Stellar Business Service and the different planning options available, please read our Case Studies.

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Useful Resources

We have a range of useful information to support investors and advisers:

  • Guides, case studies and infographics to help investors understand the importance of estate and succession planning
  • Due diligence reports, independent research and suitability letters to assist advisers in providing accurate information

To request further information on our Stellar Business Service, please complete the resource request form.

 

Investing in Inheritance Tax Services carries risks and is not suitable for everyone, click here for more information on the Risks of Investing.

Stellar Business Service
Resource Request Form

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The Stellar ESP Business Portfolio Service